Fully Paid Wealth Management Specialist – Npd – FP
| Company | Bank of America |
|---|---|
| Location | Aventura, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE Act Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
- Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
- Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
Responsibilities
- Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
- Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
- Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
- Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
- Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
- Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
Preferred Qualifications
-
No preferred qualifications provided.